Monthly Archives: March 2012

Building a Sales Process Workflow in Dynamics CRM 2011

Here is a video from our CRM 2011 Video Series. This one, from the CRM 2011 Workflow & Dialog Processes Series, walks thru the process of building a ‘smart’ sales process using CRM workflows. This video is also applicable to … Continue reading

Posted in Configure, CRM 2011, How to, Training | Tagged , , | 1 Comment

Elements of Scheduling in Microsoft Dynamics CRM 2011

Here is another video from our CRM 2011 Applications Video Series. This one, from the Using CRM 2011 Service Scheduling, describes all of the entities (files) used in the Service Scheduling module of Microsoft Dynamics CRM. This video is also … Continue reading

Posted in CRM 2011, CRM 4.0, How to, Training | Tagged | 1 Comment

How to use the Workplace in Microsoft Dynamics CRM 2011

Here is another video from our CRM 2011 Applications Video Series. This one, from the Using CRM 2011 Common Features course, focuses on the workplace area of the dynamics CRM menus in both the Outlook client as well as the … Continue reading

Posted in CRM 2011, How to | Tagged | 1 Comment